← Back to Screener
ScreenerNewsCompareWatchlist
VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemesNewsCompareWatchlist
AnalyzeValuationTotal ReturnDCA CalculatorInsider Activity

JEF logoJefferies Financial Group Inc.(JEF)Earnings, Financials & Key Ratios

JEF•NYSE•Banking & Credit
$51.75
$10.68B mkt cap·18.3× P/E·Price updated May 6, 2026
SectorFinancial ServicesIndustryCapital MarketsSub-IndustryInvestment Banking and M&A Advisory
AboutJefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory services with respect to mergers or acquisitions, restructurings or recapitalizations and private capital advisory transactions; equity and debt underwriting; and corporate lending. In addition, the company offers financing, securities lending, and other prime brokerage services; equities research and finance; and wealth management services. Further, it provides clients with sales and trading of investment grade corporate bonds, U.S. and European government and agency securities, municipal bonds, mortgage-backed and asset-backed securities, leveraged loans, consumer loans, high yield and distressed securities, emerging markets debt, interest rate, and credit derivative products, as well as foreign exchange trade execution and securitization; and manages, invests in, and provides services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.Show more
  • Net Interest Income-$3.48B
  • Total Revenue$10.82B+2.9%
  • Net Income$710M-4.4%
  • Return on Equity6.81%-8.3%
  • Net Interest Margin-4.58%+15.3%
  • Efficiency Ratio53.33%+272.9%
  • ROA1.01%-16.8%
  • Equity / Assets14%-11.9%
  • Book Value per Share47.78+4.5%
  • Tangible BV/Share38.62+5.7%
  • Debt/Equity0.17-91.7%
Analysis→Technical→

JEF Key Insights

Jefferies Financial Group Inc. (JEF) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Efficient operations: 53.3% efficiency ratio
  • ✓Well capitalized: 14.0% equity/assets
  • ✓Healthy dividend yield of 3.2%
  • ✓Diversified revenue: 100.0% from non-interest income
  • ✓Trading at only 1.1x book value

✗Weaknesses

  • ✗Weak NIM of -4.6%

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

JEF Price & Volume

Jefferies Financial Group Inc. (JEF) stock price & volume — 10-year historical chart

Loading chart...

JEF Growth Metrics

Jefferies Financial Group Inc. (JEF) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-0.76%
5 Years9.25%
3 Years14.83%
TTM-

Profit CAGR

10 Years9.62%
5 Years-1.73%
3 Years-3.29%
TTM13.24%

EPS CAGR

10 Years14.36%
5 Years1.32%
3 Years-2.57%
TTM13.15%

Return on Capital

10 Years6.29%
5 Years6.68%
3 Years6.09%
Last Year1.08%

JEF Recent Earnings

Jefferies Financial Group Inc. (JEF) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Mar 25, 2026
EPS
$0.89
Est $0.89
+0.0%
Revenue
$2.0B
Est $2.0B
+1.8%
Q1 2026
Jan 7, 2026
EPS
$0.89
Est $0.88
+1.6%
Revenue
$2.1B
Est $2.0B
+2.6%
Q4 2025
Sep 29, 2025
EPS
$1.05
Est $0.80
+31.3%
Revenue
$2.9B
Est $1.9B
+51.2%
Q3 2025
Jun 25, 2025
EPS
$0.43
Est $0.44
-2.3%
Revenue
$2.5B
Est $1.6B
+59.7%
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMar 25, 2026
$0.89vs $0.89+0.0%
$2.0Bvs $2.0B+1.8%
Q1 2026Jan 7, 2026
$0.89vs $0.88+1.6%
$2.1Bvs $2.0B+2.6%
Q4 2025Sep 29, 2025
$1.05vs $0.80+31.3%
$2.9Bvs $1.9B+51.2%
Q3 2025Jun 25, 2025
$0.43vs $0.44-2.3%
$2.5Bvs $1.6B+59.7%
Based on last 12 quarters of dataView full earnings history →

JEF Peer Comparison

Jefferies Financial Group Inc. (JEF) competitors in Investment Banking and M&A Advisory — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
GS logoGSThe Goldman Sachs Group, Inc.Direct Competitor291.19B937.3523.1217%12.59%5.06
MS logoMSMorgan StanleyDirect Competitor307.53B193.2824.3116.83%14.57%3.42
EVR logoEVREvercore Inc.Direct Competitor13.21B333.4223.7329.49%29.32%0.50
PJT logoPJTPJT Partners Inc.Direct Competitor3.68B152.1422.7814.77%20.08%0.41
LAZ logoLAZLazard LtdDirect Competitor4.37B46.5621.463.25%26.7%2.61
HLI logoHLIHoulihan Lokey, Inc.Direct Competitor10.27B147.2325.3024.81%20.14%0.20
MC logoMCMoelis & CompanyDirect Competitor4.68B63.7921.7026.98%37.88%0.39
RJF logoRJFRaymond James Financial, Inc.Product Competitor31.41B159.3715.477.94%16.36%0.36

Compare JEF vs Peers

Jefferies Financial Group Inc. (JEF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs GS

Most directly comparable listed peer for JEF.

Scale Benchmark

vs BAC

Larger-name benchmark to compare JEF against a more recognizable public peer.

Peer Set

Compare Top 5

vs GS, MS, EVR, PJT

JEF Income Statement

Jefferies Financial Group Inc. (JEF) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
Line itemDec'17Nov'18Nov'19Nov'20Nov'21Nov'22Nov'23Nov'24Nov'25
Net Interest Income-971.46M0-1.47B-945.06M-931.64M-1.17B-2.74B-3.48B-3.48B
NII Growth %-19.54%100%-35.52%1.42%-25.63%-134.19%-26.97%0.01%
Net Interest Margin %-2.06%0%-2.96%-1.78%-1.66%-2.29%-4.73%-5.41%-4.58%
Interest Income000000000
Interest Expense971.46M01.47B945.06M931.64M1.17B2.74B3.48B3.48B
Loan Loss Provision1.54B0989.17M2.69B3.4B2.21B190.43M818.33M885.08M
Non-Interest Income5.05B05.36B6.96B8.95B7.15B7.44B10.52B10.82B
Non-Interest Income %100%-100%100%100%100%100%100%100%
Total Revenue
5.05B▲ 0%
0▼ 100.0%
5.36B▲ 0%
6.96B▲ 29.8%
8.95B▲ 28.6%
7.15B▼ 20.1%
7.44B▲ 4.1%
10.52B▲ 41.3%
10.82B▲ 2.9%
Revenue Growth %31.21%-100%-29.81%28.6%-20.08%4.09%41.3%2.93%
Non-Interest Expense888.45M01.16B1.24B1.09B1.16B1.2B1.5B5.77B
Efficiency Ratio17.6%-21.69%17.79%12.24%16.2%16.13%14.3%53.33%
Operating Income
1.65B▲ 0%
0▼ 100.0%
1.74B▲ 0%
2.09B▲ 19.9%
3.52B▲ 68.8%
2.61B▼ 25.8%
3.31B▲ 26.7%
4.71B▲ 42.4%
686.42M▼ 85.4%
Operating Margin %32.74%-32.49%30.01%39.38%36.55%44.48%44.82%6.34%
Operating Income Growth %156.08%-100%-19.89%68.76%-25.83%26.65%42.39%-85.43%
Pretax Income
606.5M▲ 0%
0▼ 100.0%
478.61M▲ 0%
1.07B▲ 123.0%
2.25B▲ 111.2%
1.06B▼ 53.2%
354.27M▼ 66.4%
1.01B▲ 183.8%
870.99M▼ 13.4%
Pretax Margin %12.01%-8.93%15.34%25.2%14.76%4.76%9.56%8.05%
Income Tax642.29M0-483.95M298.67M576.73M273.85M91.88M293.19M184.57M
Effective Tax Rate %105.9%--101.12%27.99%25.59%25.94%25.94%29.16%21.19%
Net Income
171.73M▲ 0%
0▼ 100.0%
964.7M▲ 0%
775.24M▼ 19.6%
1.67B▲ 116.0%
785.45M▼ 53.1%
277.69M▼ 64.6%
743.38M▲ 167.7%
710.48M▼ 4.4%
Net Margin %3.4%-18%11.15%18.72%10.99%3.73%7.07%6.56%
Net Income Growth %32.1%-100%--19.64%115.98%-53.09%-64.65%167.7%-4.43%
Net Income (Continuing)-35.78M0962.56M768.41M1.68B781.71M262.39M712.35M686.42M
EPS (Diluted)
0.45▲ 0%
0.52▲ 15.6%
3.03▲ 482.7%
2.65▼ 12.5%
6.13▲ 131.3%
3.06▼ 50.1%
1.10▼ 64.1%
2.99▲ 171.8%
2.83▼ 5.4%
EPS Growth %32.35%15.56%482.69%-12.54%131.32%-50.08%-64.05%171.82%-5.35%
EPS (Basic)0.450.523.072.686.293.131.123.082.93
Diluted Shares Outstanding370.7M351.27M317.03M290.49M271.5M255.57M236.62M223.65M222.72M

JEF Balance Sheet

Jefferies Financial Group Inc. (JEF) balance sheet — assets, liabilities & shareholders' equity

Line itemDec'17Nov'18Nov'19Nov'20Nov'21Nov'22Nov'23Nov'24Nov'25
Cash & Short Term Investments22.07B5.26B7.68B9.06B10.76B9.7B8.53B12.15B14.04B
Cash & Due from Banks5.28B5.97B7.68B9.06B10.76B9.7B8.53B12.15B14.04B
Short Term Investments16.8B24B0000000
Total Investments28.21B30.61B28.82B30.16B19.35B14.94B17.73B19.09B0
Investments Growth %2.93%8.52%-5.86%4.64%-35.82%-22.78%18.64%7.66%-100%
Long-Term Investments11.41B6.61B28.82B30.16B19.35B14.94B17.73B19.09B0
Accounts Receivables5.42B05.74B04.65B3.59B4.72B5.82B0
Goodwill & Intangibles2.46B1.89B1.92B1.91B1.9B1.88B2.04B2.05B2.04B
Goodwill1.72B1.7B1.74B1.75B1.75B1.74B1.85B1.83B2.04B
Intangible Assets741.03M188.29M182.95M167.15M152.4M139.46M196.92M226.37M0
PP&E (Net)750.4M351M385.03M897.2M911.23M906.86M1.07B1.19B1.25B
Other Assets1.66B34.4B1.99B2.19B3.2B2.42B2.21B2.42B-1.25B
Total Current Assets30.14B5.26B15.88B17.96B30.74B30.91B34.85B39.61B14.04B
Total Non-Current Assets17.03B41.87B33.58B35.16B25.37B20.15B23.05B24.76B2.04B
Total Assets
47.17B▲ 0%
47.13B▼ 0.1%
49.46B▲ 4.9%
53.12B▲ 7.4%
56.11B▲ 5.6%
51.06B▼ 9.0%
57.91B▲ 13.4%
64.36B▲ 11.1%
76.01B▲ 18.1%
Asset Growth %4.65%-0.08%4.94%7.4%5.63%-9%13.41%11.15%18.1%
Return on Assets (ROA)0.37%-2%1.51%3.07%1.47%0.51%1.22%1.01%
Accounts Payable7.17B71.98M8.18B10.39B8.41B6.21B7.7B7.76B0
Total Debt19.83B1.18B17.92B19.83B11.42B13.72B16.09B20.36B1.77B
Net Debt14.55B-4.78B10.24B10.77B666.49M4.02B7.57B8.21B-12.28B
Long-Term Debt10.73B8.92B9.86B10.16B10.65B12.66B14.56B19.29B0
Short-Term Debt9.1B08.05B9.08B221.86M528.39M989.72M443.16M1.77B
Other Liabilities1.15B013.74B13.44B22.33B18.25B20.59B22.5B65.37B
Total Current Liabilities24.72B27.79B16.23B19.47B11.97B9.31B12.41B11.71B1.77B
Total Non-Current Liabilities11.88B8.92B23.6B24.19B33.53B31.45B35.69B42.42B65.37B
Total Liabilities36.6B307.51M39.71B43.53B45.38B40.63B48.1B54.13B65.37B
Total Equity
10.57B▲ 0%
47.17B▲ 346.4%
9.75B▼ 79.3%
9.59B▼ 1.7%
10.73B▲ 11.9%
10.43B▼ 2.8%
9.8B▼ 6.0%
10.23B▲ 4.3%
10.64B▲ 4.1%
Equity Growth %-1.86%346.44%-79.32%-1.69%11.91%-2.82%-5.99%4.31%4.08%
Equity / Assets (Capital Ratio)22.4%100.08%19.72%18.05%19.12%20.42%16.93%15.89%14%
Return on Equity (ROE)1.61%-3.39%8.02%16.48%7.42%2.75%7.42%6.81%
Book Value per Share28.50134.2830.7633.0139.5240.8041.4345.7247.78
Tangible BV per Share21.86128.9024.7026.4232.5333.4632.7936.5438.62
Common Stock356.23M307.51M291.64M249.75M243.54M226.13M210.63M205.5M206.3M
Additional Paid-in Capital4.68B3.85B3.63B2.91B2.74B1.97B2.04B2.1B0
Retained Earnings4.7B10.06B5.93B6.53B7.94B8.42B7.85B8.27B8.57B
Accumulated OCI372.72M10.1B-273.04M-288.92M-372.14M-379.42M-395.55M-423.13M-384.43M
Treasury Stock000000000
Preferred Stock125M5.61B125M125M125M125M42K55K55K

JEF Cash Flow Statement

Jefferies Financial Group Inc. (JEF) cash flow — operating, investing & free cash flow history

Line itemDec'17Nov'18Nov'19Nov'20Nov'21Nov'22Nov'23Nov'24Nov'25
Cash from Operations788.29M-82.79M-827.84M2.08B1.58B1.8B-1.93B-209.25M333.07M
Operating CF Growth %37.71%-110.5%-899.97%350.77%-23.78%14.07%-207.14%89.18%259.17%
Net Income252.85M270.21M962.56M768.41M1.68B781.71M262.39M716.02M630.79M
Depreciation & Amortization64.76M131.25M129.77M142.39M144.25M189.34M113.47M197.85M9.25M
Deferred Taxes712.05M0-538.19M64.67M96.89M-70.4M10.46M-4.13M1.04M
Other Non-Cash Items119.13M-149.34M17.87M489.81M-72.05M-755.05M217.76M162.81M-396.23M
Working Capital Changes-408.88M-387.55M-1.45B570.63M-342.34M1.62B-2.58B-1.34B0
Cash from Investing-54.63M142.44M1.71B-186.19M-409.87M-60.54M-12.2M210.31M-73.45M
Purchase of Investments-1.15B-5.38B-3M-906K-2.34B-351.64M-251.75M-1.08B-73.45M
Sale/Maturity of Investments1000K1000K1000K1000K1000K1000K000
Net Investment Activity-1.15B-5.38B-2M94K-2.34B-350.65M-251.75M-1.08B-73.45M
Acquisitions441.74M114.05M890.79M179.65M0310.04M215.19M610.84M0
Other Investing-14.28M755.24M-392.75M-210.97M2.09B201.78M25.52M930.41M0
Cash from Financing434.8M133.13M1.59B-723.52M994.29M-2.84B1.06B3.35B0
Dividends Paid-117.41M-151.76M-149.65M-160.94M-222.8M-280.1M-278.6M-302.96M-374.13M
Share Repurchases-100.48M-1.13B-509.91M-816.87M-269.4M-859.59M-169.4M-44.31M-58.52M
Stock Issued1.5M3.61M1.11M000000
Net Stock Activity-98.98M-1.13B-508.8M-816.87M-269.4M-859.59M-169.4M-44.31M-58.52M
Debt Issuance (Net)1000K1000K1000K1000K1000K-1000K1000K1000K0
Other Financing-140.08M113.48M1.87M18.96M-10.13M65M6.06M-167.9M374.13M
Net Change in Cash
1.18B▲ 0%
238.16M▼ 79.8%
2.47B▲ 936.2%
1.18B▼ 52.0%
2.16B▲ 82.6%
-1.12B▼ 151.8%
-876.49M▲ 21.8%
3.33B▲ 480.5%
1.48B▼ 55.6%
Exchange Rate Effect1000K1000K-1000K1000K-1000K-1000K1000K-1000K0
Cash at Beginning4.6B5.77B6.01B8.48B9.66B11.83B10.71B9.83B1.93B
Cash at End5.77B6.01B8.48B9.66B11.83B10.71B9.83B13.17B3.41B
Interest Paid1.12B01.56B1.08B936.27M1.16B2.35B3.44B0
Income Taxes Paid15.36M024.59M25K727.13M214.07M159.36M257.5M0
Free Cash Flow
665.27M▲ 0%
-408.45M▼ 161.4%
-1.06B▼ 159.5%
1.9B▲ 279.1%
1.42B▼ 25.4%
1.58B▲ 11.6%
-1.93B▼ 222.4%
-459.84M▲ 76.2%
333.07M▲ 172.4%
FCF Growth %110.7%-161.4%-159.53%279.14%-25.4%11.57%-222.41%76.23%172.43%

JEF Banking Ratios

Jefferies Financial Group Inc. (JEF) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric2016201720182019202020212022202320242025
Return on Equity (ROE)1.21%1.61%-3.39%8.02%16.48%7.42%2.75%7.42%6.81%
Return on Assets (ROA)0.28%0.37%-2%1.51%3.07%1.47%0.51%1.22%1.01%
Net Interest Margin-1.8%-2.06%0%-2.96%-1.78%-1.66%-2.29%-4.73%-5.41%-4.58%
Efficiency Ratio23.76%17.6%-21.69%17.79%12.24%16.2%16.13%14.3%53.33%
Equity / Assets23.89%22.4%100.08%19.72%18.05%19.12%20.42%16.93%15.89%14%
Book Value / Share28.9828.5134.2830.7633.0139.5240.841.4345.7247.78
NII Growth-1.9%-19.54%100%-35.52%1.42%-25.63%-134.19%-26.97%0.01%
Dividend Payout70.23%68.37%-15.51%20.76%13.31%35.66%100.33%40.75%-

JEF SEC Filings & Documents

Jefferies Financial Group Inc. (JEF) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

3
Material company update

Mar 31, 2026·SEC

Material company update

Mar 25, 2026·SEC

Material company update

Mar 9, 2026·SEC

10-Q Quarterly Reports

1
FY 2026

Apr 7, 2026·SEC

JEF Frequently Asked Questions

Jefferies Financial Group Inc. (JEF) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

Jefferies Financial Group Inc. (JEF) grew revenue by 2.9% over the past year. Growth has been modest.

Yes, Jefferies Financial Group Inc. (JEF) is profitable, generating $819.2M in net income for fiscal year 2025 (6.6% net margin).

Dividend & Returns

Yes, Jefferies Financial Group Inc. (JEF) pays a dividend with a yield of 3.25%. This makes it attractive for income-focused investors.

Jefferies Financial Group Inc. (JEF) has a return on equity (ROE) of 6.8%. This is below average, suggesting room for improvement.

Industry Metrics

Jefferies Financial Group Inc. (JEF) has a net interest margin (NIM) of -4.6%. NIM has been under pressure due to interest rate environment.

Jefferies Financial Group Inc. (JEF) has an efficiency ratio of 53.3%. This is excellent, indicating strong cost control.

Explore More JEF

Jefferies Financial Group Inc. (JEF) financial analysis — history, returns, DCA and operating performance tools

Full JEF Stock Analysis

Analyst verdict, bull/bear case, risk factors and peer comparison

→

Total Return Calculator

Historical returns with dividends reinvested

→

DCA Calculator

Dollar cost averaging vs lump sum

→

Dividend History

Yield, growth, payout safety & DRIP

→

Earnings History

EPS trends, net income & profitability

→

Price History

Long-term charts & historical price data

→

Revenue History

Sales growth patterns & revenue breakdown

→

Financial Ratios

30 years of market, efficiency and balance-sheet ratios

→

Valuation

DCF intrinsic value, peer multiples & estimates

→
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Patterns find ideas. Fundamentals build conviction.

Data updated daily

Quick Links

  • Home
  • Screener
  • Themes
  • Market Valuation
  • Valuation
  • Compare
  • Total Return
  • DCA Calculator
  • News
  • Insights
  • Methodology
  • How It Works
  • Profile

Popular Screens

  • VCP Hot
  • VCP Warm
  • Value Screens
  • Growth Screens
  • Momentum Screens
  • Technical Screens
  • Quality Screens

Community

  • Follow @VCPScanner on X

Get weekly stock ideas — free

© 2026 VCP Scanner. All rights reserved.
About·Privacy Policy·Terms of Service
Not financial advice. Do your own research.